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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

272 hedge funds and large institutions have $5.08B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $348K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

25% more capital invested

Capital invested by funds: $4.07B → $5.08B (+$1.01B)

8% more funds holding

Funds holding: 253 → 272 (+19)

7% less funds holding in top 10

Funds holding in top 10: 30 → 28 (-2)

9.77% less ownership

Funds ownership: 147.37% → 137.6% (-9.8%)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

Holders
272
Holders Change
+19
Holders Change %
+7.51%
% of All Funds
7.59%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.78%
New
40
Increased
93
Reduced
106
Closed
18
Calls
$1.16M
Puts
$348K
Net Calls
+$814K
Net Calls Change
+$934K

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$50.7M
2
UBS Group
UBS Group
Switzerland
+$41.1M
3
FEG
Fund Evaluation Group
Ohio
+$24M
4
LPL Financial
LPL Financial
California
+$19.6M
5
BFA
BlackRock Fund Advisors
California
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$290M
2
CC
Curian Capital
Colorado
-$63.1M
3
Franklin Resources
Franklin Resources
California
-$34.6M
4
JIR
James Investment Research
Ohio
-$24.1M
5
NYLIM
New York Life Investment Management
New York
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
201
Patten Group
Tennessee
$427K -$25K -460 -6%
ERIM
202
Eagle Ridge Investment Management
Connecticut
$413K +$412K +7,600 New
FTIOP
203
Fiduciary Trust International of Pennsylvania
Pennsylvania
$408K -$18.3K -338 -4%
SI
204
SII Investments
Wisconsin
$406K +$407K +7,504 New
CFN
205
Cordasco Financial Network
Florida
$375K -$70.5K -1,300 -16%
BKA
206
Brick & Kyle Associates
Pennsylvania
$375K -$16.3K -300 -4%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$374K – – –
NA
208
NewEdge Advisors
Louisiana
$374K +$371K +6,846 New
FFS
209
Founders Financial Securities
Maryland
$356K +$356K +6,558 New
NPC
210
National Planning Corporation
California
$356K +$357K +6,574 New
FAAS
211
First Allied Advisory Services
California
$355K -$59K -1,088 -14%
ADBIC
212
A.D. Beadell Investment Counsel
Wisconsin
$355K – – –
GHA
213
GW Henssler & Associates
Georgia
$348K +$11.4K +210 +3%
CB
214
Chemical Bank
Michigan
$341K – – –
CWM
215
Concert Wealth Management
California
$331K -$184K -3,398 -36%
DWM
216
Destination Wealth Management
California
$323K -$2.78M -51,250 -90%
AWA
217
Arete Wealth Advisors
Illinois
$316K – – –
PVH
218
Psagot Value Holdings
Israel
$309K +$29.9K +552 +11%
RCAG
219
Rehmann Capital Advisory Group
Michigan
$308K +$47.2K +870 +18%
Neuberger Berman Group
220
Neuberger Berman Group
New York
$305K – – –
SSWM
221
Sheets Smith Wealth Management
North Carolina
$304K – – –
AAM
222
Autus Asset Management
Arizona
$296K +$66.9K +1,234 +29%
SWP
223
Stratos Wealth Partners
Ohio
$275K +$13K +240 +5%
FIM
224
Freedom Investment Management
Connecticut
$269K -$1.47M -27,138 -55%
EAM
225
Evanson Asset Management
California
$265K – – –
7 8
9
10 11

IGIB Hedge Fund Activity: Q3 2015 in Review

272 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2015, worth a combined $5.08B — up 25% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 18 closed out — a net gain of 22 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $50.7M. The largest seller was HighTower Advisors, cutting an estimated $290M.

  • 272 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2015, up from 253 in Q2 2015.
  • Funds reported $5.08B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2015, up 25% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 18 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was Raymond James & Associates, an estimated $50.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2015 was HighTower Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2015.